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Valued Advisers Tr shares owned by Stratos Wealth Advisors

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Stratos Wealth Advisors from 13F filings

Historical chart of Stratos Wealth Advisors investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 55k 25.45

More positions owned by Stratos Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPTL)
Amazon (AMZN)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr Short S&p 500 Ne (SH)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)

View all positions for Stratos Wealth Advisors

Top funds holding Valued Advisers Tr

Colony
Royal Bank of Canada
Delta Wealth Advisors
Mml Investors Services
Stratos Wealth Advisors
Gts Securities
Chicago Partners Investment
Bank Of Montreal
Northern Trust
Northwestern Mutual Wealth Management Company
Morgan Stanley
Eukles Asset Management
Basepoint Wealth
Glen Eagle Advisors
Harwood Advisory

View all funds holding Valued Advisers Tr